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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,247 | $148,623+44.2% | $135,974+57.6% | $139,466+53.6% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 22.71% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-351.0pp |
| Employer contribution / active EE | $816 | $5,246-84.4% | $4,859-83.2% | $4,754-82.8% |
| Participant deferral / active EE | $7,620 | $8,103-6.0% | $7,760-1.8% | $6,712+13.5% |
| Admin fee / account holder | $111 | $12,406-99.1% | $10,767-99.0% | $11,409-99.0% |